Summary
Overview
Work History
Education
Skills
Timeline
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DeAnna Ervin

Snelleville,GA

Summary

Dynamic and results-oriented professional with extensive experience at American 1 Credit Union, excelling in customer relations and problem-solving. Demonstrated expertise in Microsoft Excel and a proven track record of enhancing client satisfaction. Skilled in fostering relationships and efficiently managing time, consistently achieving and surpassing company goals.

Overview

8
8
years of professional experience

Work History

Home Health Aide

Right At Home
11.2021 - 09.2024
  • Helped patients maintain personal hygiene through bathing, grooming, and toileting assistance when necessary for dignity preservation.
  • Maintained a clean and safe home environment for patients, reducing falls and accidents.
  • Assisted clients with daily living activities, enhancing their independence and quality of life.
  • Performed light housekeeping duties including laundry linen changes sweeping vacuuming and mopping ensuring a clean and organized living space for patients.
  • Performed laundry, grocery shopping and other light housekeeping duties as instructed by client.
  • Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
  • Improved patient well-being by providing compassionate and attentive personal care.
  • Completed entries in log books, journals, and care plans to accurately document and report patient progress.
  • Traveled to clients' homes to complete healthcare services and promote continuity of care.
  • Adapted to ever-changing patient needs, consistently adjusting care plans and strategies in order to provide the highest quality of personalized assistance.
  • Monitored changes in clients' conditions to report concerns to supervisor.

Receptionist/Office Assistant

Income Tax Place
09.2020 - 06.2021
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Resolved customer problems and complaints.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Responded to inquiries from callers seeking information.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Corresponded with clients through email, telephone, or postal mail.
  • Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
  • Handled sensitive information with discretion while maintaining strict confidentiality standards.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Maintained confidentiality of information regarding clients and company.
  • Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
  • Assisted with onboarding new clients and securing paperwork completion.
  • Enhanced visitor experience by providing detailed information and assistance as needed.
  • Maintained clean and welcoming reception area, contributing to positive first impression for visitors.
  • Helped office staff prepare reports and presentations for internal or client-related use.
  • Supported financial operations, processing invoices and payments, contributing to timely and accurate financial reporting.
  • Input data into spreadsheets and databases.
  • Purchased and maintained office supplies.
  • Compiled and analyzed data to produce reports.
  • Enhanced front desk operations by efficiently managing incoming calls, ensuring prompt customer service.
  • Gained proficiency in various software applications such as Excel, QuickBooks, and other financial tools for efficient data analysis.
  • Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
  • Used QuickBooks to produce monthly invoices, reports, and other deliverables.

Administrative Assistant (Contract)

Career Quest Learning Center
06.2019 - 09.2019
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.

Member Service Specialist

American 1 Credit Union
12.2017 - 06.2019
  • Handled escalated calls professionally, mitigating concerns effectively while maintaining excellent rapport with clients.
  • Provided personalized financial guidance based on individual goals, helping members make well-informed decisions about their finances.
  • Established strong relationships with members to foster loyalty and trust, contributing to a high retention rate.
  • Enhanced member satisfaction by providing exceptional customer service and addressing inquiries promptly.
  • Recommended specific products and services in alignment with individual needs, requirements and specifications.
  • Played a pivotal role in retaining valuable clients during challenging situations through proactive communication and problem-solving skills.
  • Stayed up-to-date on industry trends as well as organizational product offerings, ensuring expert delivery of advice and recommendations.
  • Conducted thorough research to provide accurate information and recommendations, enabling informed decision-making by members.
  • Delivered functionality assistance via phone and online service platforms.
  • Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
  • Resolved complex issues with tailored solutions, ensuring positive outcomes for both members and the organization.
  • Completed training and worked effectively under high-pressure client services environments.
  • Utilized CRM systems proficiently for managing member interactions, ensuring timely follow-ups and comprehensive recordkeeping.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Promptly responded to inquiries and requests from prospective customers.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Account Specialist

American 1 Credit Union
06.2017 - 12.2017
  • Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
  • Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
  • Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
  • Set up new customer accounts and updated existing profiles with latest information.
  • Maintained strong relationships with clients through regular communication and proactive problem-solving efforts.
  • Reviewed account activity to assess financial status and evaluate discrepancies.
  • Reconciled customer accounts and identified discrepancies for further investigation.
  • Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
  • Coordinated with finance department to streamline billing processes, reducing errors and improving client trust.
  • Managed extensive portfolios to identify growth opportunities, ensuring client satisfaction and loyalty.
  • Resolved complex account issues, restoring client confidence and preserving business relationships.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Stayed current on company offerings and industry trends.
  • Contributed to team objectives in fast-paced environment.
  • Built relationships with customers and community to promote long term business growth.
  • Recorded accurate and efficient records in customer database.
  • Maintained current knowledge of evolving changes in marketplace.
  • Set and achieved company defined sales goals.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Met existing customers to review current services and expand sales opportunities.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.

Assistant Manager

Rue21
09.2016 - 06.2017
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
  • Collaborated with the management team to develop strategic plans for business growth and improvement.
  • Promoted teamwork within the workplace by encouraging collaboration among staff members on various projectstasks.
  • Facilitated clear communication between employees and upper management through regular meetings and updates.
  • Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
  • Conducted employee performance evaluations, providing constructive feedback for growth and development.
  • Coached new employees, ensuring smooth onboarding process and quicker adaptation to their roles.
  • Led weekly team meetings to discuss goals and review performance, fostering culture of continuous improvement.
  • Oversaw daily operations to maintain store cleanliness and organization.
  • Assisted in budget preparation, ensuring alignment with financial goals.
  • Implemented staff training programs to elevate service standards and knowledge.
  • Implemented loss prevention strategies, significantly reducing shrinkage.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.

Education

Certificate - Bookkeeping Specialist

Joshua Career Institute
Dallas, TX
03-2024

High School Diploma -

Jackson High School
Jackson
05-2015

Skills

  • Administrative Support
  • Time Management
  • Microsoft Excel
  • File Organization
  • Microsoft Outlook
  • Customer and client relations
  • Documentation and Recordkeeping
  • Microsoft Office Suite
  • Database entry
  • Excel spreadsheets
  • Appointment Scheduling
  • Data organization
  • Deadline-oriented
  • Records Management
  • Filing and data archiving
  • Invoice Processing
  • Relationship Building
  • Complex Problem-Solving
  • Spreadsheet development
  • Data entry proficiency
  • Member relations
  • CSR systems

Timeline

Home Health Aide

Right At Home
11.2021 - 09.2024

Receptionist/Office Assistant

Income Tax Place
09.2020 - 06.2021

Administrative Assistant (Contract)

Career Quest Learning Center
06.2019 - 09.2019

Member Service Specialist

American 1 Credit Union
12.2017 - 06.2019

Account Specialist

American 1 Credit Union
06.2017 - 12.2017

Assistant Manager

Rue21
09.2016 - 06.2017

Certificate - Bookkeeping Specialist

Joshua Career Institute

High School Diploma -

Jackson High School
DeAnna Ervin